Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Complex formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested structures)
- Data analysis utilities: PivotTables, PivotCharts, and Power Query fundamentals
- Workflow automation via macros and Copilot-suggested actions
- Construction of dashboards and reports to provide leadership with actionable insights
- Practical exercises applied to healthcare and management case studies
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- Professional slide design and narrative storytelling techniques
- Effective data visualization and chart utilization
- Synergy between Excel and Copilot-generated presentation content
- Strategies for engaging executive-level audiences
- Capstone project: Building a complete presentation using Copilot
Module 3 – Word for Professional Documentation (6 hours)
- Development and formatting of professional reports and proposals
- Use of templates and styles to ensure consistency and efficiency
- Integration of Copilot for content writing, summarization, and editing
- Collaboration features and version control mechanisms
- Practical exercise: Drafting a comprehensive leadership report
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- Advanced email and calendar management methodologies
- Configuration of rules, categories, and automation for improved efficiency
- Leveraging Copilot for drafting responses, summarizing threads, and scheduling assistance
- Integration with Teams and the broader Microsoft 365 toolset
- Time management strategies focused on leadership effectiveness
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- Overview of Copilot capabilities across the Microsoft 365 platform
- AI-assisted task automation in Excel, Word, and Outlook
- Prompt engineering techniques for optimal Copilot interaction
- Ethical considerations in AI usage and data privacy best practices
- Hands-on session: Developing and testing workflows with Copilot
Course Summary and Recommended Next Steps
Requirements
- A foundational understanding of basic data management and reporting principles
- Practical experience with core Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook
- Familiarity with digital collaboration platforms such as Teams or OneDrive
Target Audience
- Managers and decision-makers looking to boost productivity by utilizing Microsoft 365 and Copilot
- Professionals tasked with producing reports, presentations, and documentation for leadership audiences
- Teams aiming to harness AI tools for process automation and the generation of strategic insights
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,
